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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2022-01-26 |
Branch Locations
2399 Seal Beach Blvd. Suite 101, Seal Beach, CA 90740-5630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 05/2013 | 05/2024 |
| Charles Schwab And Co., Inc. | Seal Beach | CA | 01/2022 | Present |
| Charles Schwab Bank, Ssb | Seal Beach | CA | 07/2022 | Present |
Name of Outside Business:VIC Global Holdings; Investment Related:No; Address of Outside Business:Fort Worth, Texas; Nature of Outside Business:Rental Property; Position:CFO; Start Date:10/27/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: I recently established an S-Corporation for rental property purposes as I will be renting out one of the homes I own under the business name, in which I will be taking care of the maintenance on the home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
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